S

SignatureFD Portfolio holdings

AUM $6.34B
1-Year Est. Return 19.33%
This Quarter Est. Return
1 Year Est. Return
+19.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.67%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$1K ﹤0.01%
+22
2127
$1K ﹤0.01%
+63
2128
$1K ﹤0.01%
+48
2129
$1K ﹤0.01%
211
-127
2130
$1K ﹤0.01%
+20
2131
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67
-9
2132
$1K ﹤0.01%
+58
2133
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30
2134
$1K ﹤0.01%
36
-18
2135
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+31
2136
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20
2137
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31
-228
2138
$1K ﹤0.01%
16
2139
$1K ﹤0.01%
142
+125
2140
$1K ﹤0.01%
+76
2141
$1K ﹤0.01%
288
2142
$1K ﹤0.01%
+5
2143
$1K ﹤0.01%
17
2144
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47
-15
2145
$1K ﹤0.01%
66
2146
$1K ﹤0.01%
+17
2147
$1K ﹤0.01%
43
-21
2148
$1K ﹤0.01%
48
+8
2149
$1K ﹤0.01%
66
2150
$1K ﹤0.01%
1
-3
84 85
86
87 88